BBP
ITUB icon

Banco BTG Pactual’s Itaú Unibanco ITUB Stock Holding History

Banco BTG Pactual’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
+169,644
New +$1.42M 0.28% 95
2023
Q3 		– Sell
-338,654
Closed -$1.76M – 154
2023
Q2 		$1.76M Sell
338,654
-1,065,796
-76% -$5.04M 1.12% 26
2023
Q1 		$6.17M Buy
1,404,450
+1,239,100
+749% +$5.25M 2.85% 15
2022
Q4 		$687K Sell
165,350
-347,038
-68% -$1.58M 0.39% 55
2022
Q3 		$2.34M Buy
512,388
+498,520
+3,595% +$2.13M 1.3% 18
2022
Q2 		$52K Sell
13,868
-157,898
-92% -$701K 0.03% 93
2022
Q1 		$866K Buy
+171,766
New +$723K 0.45% 43
2020
Q4 		– Sell
-46,892
Closed -$136K – 84
2020
Q3 		$136K Sell
46,892
-29,713
-39% -$101K 0.26% 57
2020
Q2 		$261K Buy
+76,605
New +$248K 0.42% 41
2019
Q4 		– Sell
-74,581
Closed -$456K – 86
2019
Q3 		$456K Buy
+74,581
New +$484K 0.41% 47
2019
Q1 		– Sell
-221,744
Closed -$1.46M – 73
2018
Q4 		$1.46M Buy
+221,744
New +$1.42M 1.14% 27
2017
Q2 		– Sell
-1,089,087
Closed -$6.38M – 97
2017
Q1 		$6.38M Buy
1,089,087
+879,433
+419% +$5.21M 2.12% 11
2016
Q4 		$1.04M Buy
+209,654
New +$1.07M 0.56% 22

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return